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James Charles Mendelson

Ironview Capital Management, LLC

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About James Charles Mendelson

James Charles Mendelson is an Investment Advisor Representative with Ironview Capital Management, LLC and has been with the firm since November 2016. James is registered in Pennsylvania. James Mendelson also has experience with LPL Financial LLC and PURSHE KAPLAN STERLING INVESTMENTS. James has been working in the financial industry since August 2005.

Firm Information

James Mendelson is currently registered with Ironview Capital Management, LLC. Ironview Capital Management, LLC is an investment advisor registered with the SEC based in Conshohocken, Pennsylvania. The firm manages approximately $850.98 million in assets and provides investment advice to high-net-worth individuals, pension and profit sharing plans, and other individuals. The firm also offers financial planning and corporate consulting services.
Ironview Capital Management, LLC

200 BARR HARBOR DRIVE, SUITE 400

CONSHOHOCKEN, PA 19428

$850.98M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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corporate consulting

Corporate consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Mendelson’s Registration & Firm History

PA

12/02/2016 - Present

Ironview Capital Management, LLC (CONSHOHOCKEN PA)

PA

03/01/2013 - 01/02/2015

PURSHE KAPLAN STERLING INVESTMENTS (BRIDGEVILLE PA)

PA

08/18/2005 - 03/12/2013

LPL FINANCIAL LLC (BRIDGEVILLE PA)

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Licenses & Designations

BC

Issued 09/07/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/19/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Charles Mendelson.
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